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iShares Morningstar Small Value shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 22k 59.21
2023-09-30 $1.1M 22k 51.78
2023-06-30 $1.2M 22k 54.02
2023-03-31 $1.2M 23k 52.17
2022-12-31 $82k 25k 3.33

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View all positions for CI Private Wealth

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value